I believe that trust is the cornerstone of every successful client-advisor relationship. You deserve a financial advisor who not only understands your unique circumstances and goals but also makes you feel comfortable asking any question-no matter your level of investing experience.
When I meet a new client, listening is my top priority. Money can be an emotional topic, and it's essential that you feel heard, respected, and supported. Once I understand your story, we'll work together to design financial strategies and investment solutions tailored to help you achieve your goals.
I joined Benjamin F. Edwards in 2014 and am proud to be part of a firm with a legacy of integrity and client-first service. Some of my most rewarding relationships are with clients who come to me with their most basic questions-whether they're worried that retirement is out of reach, feel uncertain about meeting with a financial advisor, or are navigating life after the loss of a spouse who previously managed their finances.
I'm passionate about helping clients gain confidence in their financial future by providing education, guidance, and support every step of the way.
In addition to building customized investment portfolios, our Abilene office offers a wide range of services, including:
I live in Abilene with my husband and two children. In my spare time, I have been involved with various community boards, most recently Great Plains Theatre and the Abilene Public Library. I also enjoy reading, attending live theater, and traveling.
Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients' interests first. We manage both a traditional full-service brokerage firm, as well as our independent advisory arm, Edwards Wealth Management, launched in 2019. Our goal is to provide the right structure and a home for every advisor and every client.
TRUST. INTEGRITY. MUTUAL RESPECT.
These are the principles that guide us as we deliver the informed investment advice you deserve, and the client-first service you expect.
General Information |
| Firm Start Year: | 2008 | |
| Name of Broker/Dealer: | Benjamin F. Edwards |
| Name of Custodial Firm: | Pershing |
| Number of Years with Current Firm: | 11 |
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BFE Client Relationship Summary
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